Nedgroup Investments Global Flexible Fund

Investor profile

The portfolio is suited to investors seeking global exposure to developed financial markets as part of their overall investments strategy, with maximum capital appreciation as their primary goal and who do not wish to make complex asset allocation decisions between equities, cash and bonds in global markets. Investors should have high tolerance for short-term market volatility in order to achieve long-term objectives

Risk profile

Medium

The greater the amount of risk an investor is willing to take on the greater the potential return.

Appropriate term

Minimum 3 to 5 years

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Benchmark

60% MSCI World

30% JPM Global Bond

10% USD LIBOR

Dealing frequency

Daily

Settlements

Subscriptions:T+2Redemptions:T+3

Investment manager

FPA is an independently owned asset management company based in Los Angeles, California. The FPA approach seeks to provide, equity-like returns over the long term while avoiding permanent impairment of capital. They seek the broadest possible mandate and invest across different asset classes, capital structures and geographies. They utilise deep research (top down and bottom up) to minimize risk.FPA was founded in 1953 and has been a Nedgroup Investments manager since June 2013.

Documents

Inception date

Income distribution

Latest date

Documents

Minimum investment

Lump sum 4000 GBP

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Multi-Manager Funds

Our International Multi-Manager range comprises the Growth MultiFund, the Balanced MultiFund and the Income MultiFund managed on a fund-of-fund basis; each is available in US dollars or sterling. Shares in each sub-fund are accumulating, with the Income MultiFund also having a distributing share class. Three fee classes are available, a lower fee class being available to clients with larger amounts of money to invest; a "clean" class is also included.

Multi-Asset funds

Multi-asset funds aim to provide investors with moderate levels of income and capital growth (at moderate levels of capital volatility), by investing in a range of different asset classes. These funds are often appropriate for investors with medium to longer investment horizons.

Equity funds

Equity funds aim to provide investors with high levels of capital growth (at high levels of volatility) by investing in listed equities. These portfolios are often appropriate for investors with longer investment horizons.

Multi-Manager Funds

Our International Multi-Manager range comprises the Growth MultiFund, the Balanced MultiFund and the Income MultiFund managed on a fund-of-fund basis; each is available in US dollars or sterling. Shares in each sub-fund are accumulating, with the Income MultiFund also having a distributing share class. Three fee classes are available, a lower fee class being available to clients with larger amounts of money to invest; a "clean" class is also included.